A Homepass & MyDesktop integration allows you to work with your MyDesktop contacts within Homepass, and seamlessly sync your data back.
For the best experience, ensure you're using the latest version of Homepass. Not all configuration options are available in Homepass Classic.
Setting up your team integration
First, you'll need to link your Homepass team with your MyDesktop account. You'll need to be an administrator in Homepass to do so.
Simply head to Settings, select Team, then view your Integrations – here, you can Add Integration.
You'll be prompted for your MyDesktop details (so we know you've got permission to access that account). Log in, and you're done!
You'll see a setting under this integration for Address Books. This is enabled by default. The Address Books feature allows each of your team members to sign in with their own MyDesktop account, and access advanced features – like two-way contacts.
Enabling Address Books
To enable advanced MyDesktop sync features (like two-way contacts), each team member will need to enable their MyDesktop Address Book.
Navigate to Team settings, then Contacts. Here, you'll be able to see any MyDesktop accounts that are set up for your team. If you'd like to enable the address book for a certain integration, simply toggle it on.
You'll be prompted to sign in to MyDesktop. Ensure you use the details you normally would – this is the user profile we'll attribute contacts and check ins to.
Checking in MyDesktop contacts
Once you've added your MyDesktop address book, you can check in contacts directly from that address book.
Simply head to the check in screen as you normally would. The Suggested contacts that appear will now include contacts from MyDesktop (look for the MyDesktop logo on their avatar).
If you add your MyDesktop address book, you'll also have access to custom fields. When checking in a contact, you'll be able to nominate Source of Enquiry, enter Partner Name, and flag the person as Do Not Contact. You can find these fields on the New Contact screen, or when editing a contact.
You can also enter a Price Opinion when adding an inspection note.
Contacts you Check In using Homepass will sync to MyDesktop as a contact. They'll also appear as a line item in the MyDesktop Vendor Report, with an "Attended OFI" tag.
If a matching Contact is found in MyDesktop (same name, mobile or email) the records will be merged, unless your MyDesktop office has chosen to "Override Duplicates" – in this case, a duplicate contact will be created.
If you manually merge a synced Homepass Contact with a MyDesktop Contact, the system will remember – so any future Homepass data for this Contact will be synced with the Merged Contact.
Inspection notes marked "Vendor Visible" within Homepass will appear as a line in the MyDesktop Vendor Report.
Inspection notes that are not marked "Vendor Visible" within Homepass appear as a note under the Contact in MyDesktop. The name of the relevant property will be included in the note.
All customer notes – whether they are marked private or public in Homepass – are saved under the MyDesktop Contact.